Connect Chargebee and Capterra to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Subscription
Choose an Action
Automatically do this!
- Request a new Action for Capterra
Enable Integrations or automations with these events of Chargebee and Capterra
Enable Integrations or automations with these events of Chargebee and Capterra
Triggers
New Customer
Triggers when a new customer is created.
New Subscription
Triggers when a subscription is created.
Actions
Find Existing Subscription
Lookup details of an existing subscription.
Get a Customer
Get information of an existing customer by ID.
Delete a Customer
Delete an existing customer by ID.
Delete a Subscription
Delete an existing subscription by ID.
Update Customer
Update an existing customer by ID.
Resume Subscription
Resume an existing subscription by ID.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Chargebee and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in Chargebee triggers actions in Capterra (or vice versa).
Absolutely. You can customize how Chargebee data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.
The data sync between Chargebee and Capterra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chargebee and Capterra. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Chargebee
Chargebee is a subscription management and billing platform designed for businesses of all sizes. It automates billing processes, manages subscriptions, and provides comprehensive analytics to help businesses optimize their revenue models.
Learn MoreAbout Capterra
Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.
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